Managed IT for CPA & Accounting Firms
MANAGED IT FOR CPA & ACCOUNTING FIRMS
Comnexiom provides Managed IT for CPA, tax and accounting firms in Alpharetta and North Atlanta: secure client portals and email, dependable devices and unlimited IT projects with Complete Care for one flat monthly fee, so deadline week depends on your team, not on luck.
Comnexiom Managed IT serves small and midsize businesses in Alpharetta and North Atlanta, with service across the Southeast and nationwide. It combines support, cybersecurity, devices, networks and IT-only projects under an agreed operating model. Managed IT includes unlimited IT support on every plan, plus unlimited IT-only projects and on-site support with Complete Care, for one flat monthly fee; Microsoft 365, backups, IoT, cameras, cabling, third-party services, hardware, software and licenses are separate.
Let your professionals do the work they were hired for.
Accounting & Finance: where the work gets stuck
It is deadline week. A staff change leaves client portals, shared files, and approval rights unclear. The figures need attention; the access rights need an owner.
A TYPICAL WORKDAYThese are the handoffs worth getting right.
- Accounting and bookkeeping systems
- Seasonal tax workflows and secure portals
- Financial-adviser devices, access, and continuity
Our team of Jedis follows the workflow across applications, devices, access, and people. We agree on the outcome before recommending another subscription.
FIRMS WHERE THE CALENDAR DOES NOT MOVE.
- CPA and accounting firms: secure workstations, accounting applications, client portals, Microsoft 365, backup and remote work.
- Tax practices: fast seasonal onboarding, file exchange, endpoint protection and surge-period support.
- Bookkeeping and outsourced finance teams: access to many client systems, managed cleanly as clients come and go.
- Financial advisers: protected client communications, device standards and continuity.
CAN YOU BACK EACH ANSWER WITH EVIDENCE?
Clients, cyber insurers and regulators increasingly ask how you protect financial and identity data. We put the controls in place and keep the evidence where you can find it: multi-factor authentication and conditional access, managed and encrypted devices, email protection and staff awareness, secure file exchange, backups with tested restores, and a written plan for what happens if something goes wrong. Legal and regulatory interpretation stays with your advisers; we handle the technology and the records behind your answers.
SEASONAL STAFF, READY ON DAY ONE. CLOSED OUT ON THE LAST.
Seasonal preparers need a working laptop, the right software and the right client folders on their first morning, and their access needs to end when the season does. That onboarding and offboarding is everyday IT support, and it's included in Managed IT.
LESS CHASING. MORE CLOSING.
A Digital Jedi can sort incoming client documents, draft "we're still missing" reminders, prepare engagement follow-ups and summarize meeting notes. A person on your team approves anything before it goes to a client.
Your flat monthly fee covers unlimited IT support on every plan, plus unlimited IT projects and on-site support with Complete Care. Not included: Microsoft 365, backups, IoT sensors, security cameras, structured cabling, and third-party services such as internet and phone lines. Hardware, software and licenses are sold separately.
Accounting firm IT FAQ
Can support scale during tax season?
Yes. We plan for seasonal staff, standard computers, account setup, application access and support coverage before the rush, then close accounts cleanly afterward.
Do you support our tax and accounting software?
We support the computers, accounts, network and security that software runs on, and we work with your software vendor when an issue sits inside their product.
Can you help us answer security questionnaires?
Yes. We put the technical safeguards in place and keep the evidence organized. Regulatory and legal conclusions stay with your advisers.
DEADLINE WEEK SHOULDN'T DEPEND ON LUCK. BOOK A FREE IT RISK REVIEW FOR YOUR FIRM.
Book a Jedi for your Free IT Risk Review: 30 minutes on Microsoft Teams with Jeff Davis. You leave with one priority risk, one practical opportunity, one clear next step and a short written summary. No scans, no system access, no obligation.